FORBES RETIREMENT PLAN

Plan Contact

  • Address: 4901 FORBES BLVD,LANHAM,MD
  • Contact person: DAVID JOHNSON
  • Phone: (301) 731-2099

Plan General Information

FORBES RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FORBES RETIREMENT PLAN is $20,826,925.00.This plan was established in 1998.

FORBES RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FORBES RETIREMENT PLAN is 300

FORBES RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FORBES RETIREMENT PLAN is $69,423.00

FORBES RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FORBES RETIREMENT PLAN is $2,491.00.

FORBES RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FORBES RETIREMENT PLAN is approximately $1,352.00
Investing in this additonal $1,352.00 for 20 years would give you extra $86,577.00, assuming a 10% annual return.

FORBES RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, FORBES RETIREMENT PLAN allocates $405,834.00 to match its employees' contributions, providing an employer match rate of 52.90% of their contributions

FORBES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FORBES RETIREMENT PLAN is 29.76%.

FORBES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FORBES RETIREMENT PLAN is 25.05%. This measures the effectiveness of the plan participants' investments in the year.

FORBES RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of FORBES RETIREMENT PLAN is 0.02%.

Enrollment Features

FORBES RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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